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              -  Home 
              -  Your Duties as Representative Payee 
              -                   How must I account for the railroad retirement benefits?              

## Topics

-  What are my duties as a representative payee? 
-  What should I do with the Railroad retirement benefits? 
-  What should I do if the beneficiary is receiving health care under the Medicare health insurance program? 
-  How must I account for the railroad retirement benefits? 
-  How should I use the railroad retirement benefits of a person who is in a nursing home or other institution? 
-  When may railroad retirement benefits be used to support the beneficiary's legally dependent spouse, legally dependent child, or legally dependent parent? 
-  May I pay old bills of the person for whom I am receiving railroad retirement benefits? 
-  How should I invest the railroad retirement benefits I am receiving on behalf of another person? 
-  What should I do with the railroad retirement benefits I have saved if I cease to be the representative payee for the beneficiary or if the beneficiary dies? 
-  What must I report about changes in the care and guardianship of the beneficiary? 
-  Where can I get additional information? 

 

RB-5
 

Your relationship to the beneficiary has become like that of a trustee now that you have been chosen as a representative payee. One of your key fiduciary responsibilities in this relationship is to maintain appropriate records and documentation pertaining to your use of benefit payments on the beneficiary's behalf. At the RRB's request, you will be expected to provide the necessary information to account for your use of the funds. Periodically, you will be asked to complete a representative payee report which will include the following questions:
                        - How were the railroad retirement benefits available during the year used for the support of the beneficiary (room, board, clothing, medical and dental care, personal needs, etc.)?
                        - How much of the railroad retirement benefits did you save for the beneficiary?
                        - How did you invest the savings? ( See question 8 )
                        - Where did the annuitant live during the year?
                        - What was the annuitant's amount of income form other sources during the year?

In order to complete the questionnaire correctly, you must keep current records of railroad retirement payments you receive and of what you do for the beneficiary with the proceeds of the payments. This booklet contains a representative payee's record designed to help you keep accurate records. Additional records may be obtained from any RRB field office. You should retain these records for four years.

   

**‹** What should I do if the beneficiary is receiving health care under the Medicare health insurance program?
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How should I use the railroad retirement benefits of a person who is in a nursing home or other institution? **›**

   

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								Last updated: 06/29/2023